See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,512 | $81,460-14.7% | $103,333-32.7% | $80,856-14.0% |
| Participation rate | 51.0% | 66.8%-15.8pp | 74.5%-23.5pp | 67.6%-16.6pp |
| Annual return | 11.30% | 25.55%-14.2pp | 24.88%-13.6pp | 35.59%-24.3pp |
| Employer contribution / active EE | $1,617 | $3,105-47.9% | $3,868-58.2% | $2,755-41.3% |
| Participant deferral / active EE | $3,000 | $3,869-22.5% | $5,057-40.7% | $4,296-30.2% |
| Admin fee / account holder | $2,744 | $6,566-58.2% | $8,355-67.2% | $6,918-60.3% |